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Gardner Russo & Quinn’s John Wiley & Sons Class A WLY Stock Holding History

Gardner Russo & Quinn’s Portfolio WLY Stock Details WLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-1,250
Closed -$82K – 161
2017
Q4 		$82K Buy
+1,250
New +$72.3K ﹤0.01% 140

Other funds holding WLY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Gardner Russo & Quinn's WLY Position: Q1 2018 in Review

Gardner Russo & Quinn sold out of John Wiley & Sons Class A (WLY) in Q1 2018, closing a stake of 1,250 shares — an estimated $82K sold.

Gardner Russo & Quinn first reported a position in WLY in Q4 2017 and held it in 1 quarter. The position peaked at $82K in Q4 2017. 268 funds tracked by Wall St. Rank hold WLY as of Q1 2018.

  • Gardner Russo & Quinn reported no remaining John Wiley & Sons Class A position as of Q1 2018 after selling out during the quarter.
  • Gardner Russo & Quinn sold 1,250 John Wiley & Sons Class A shares in Q1 2018, an estimated $82K.
  • Gardner Russo & Quinn first reported a position in John Wiley & Sons Class A in Q4 2017 and held it in 1 quarter.
  • Gardner Russo & Quinn's John Wiley & Sons Class A position peaked at $82K in Q4 2017.
  • 268 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q1 2018.

Based on Gardner Russo & Quinn's 13F filing for Q1 2018, filed 11 May 2018.